BWA
Beam Wealth Advisors’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
13,870
-2,852
| -17% | -$113K | 0.16% | 91 |
|
|
2025
Q1 | $596K | Sell |
16,722
-169
| -1% | -$6.02K | 0.2% | 84 |
|
|
2024
Q4 | $596K | Buy |
16,891
+1,475
| +10% | +$52K | 0.19% | 85 |
|
|
2024
Q3 | $562K | Buy |
15,416
+2,967
| +24% | +$108K | 0.17% | 88 |
|
|
2024
Q2 | $411K | Buy |
+12,449
| New | +$411K | 0.14% | 90 |
|